Saurabh Bharti

How to Make any field as Mandatory (Required) with user Personalization in Microsoft Dynamics 365 Finance and Operations

Many times we receive request from customer that for their internal control purpose they want to make few fields mandatory in particular form e.g. Bank account is mandatory for creating vendor master. Now for doing so , earlier we had to connect with technical team and make it mandatory but now its not require. End user itself can make field mandatory base on requirement.

Note: This feature is available in Version 10.0.12 and enable this feature from feature managment.

Step-1: Navigate to the form and choose which field you would like to make mandatory (required) , i am taking example of Bank Account on Vendor master

Step-2: Right Click > Personalize Field > Select required Check box option

Step-3: Try to Save form without entering Bank Account

You will receive error message.

That is it for this blog, Hope this will help you to full fill such requirements of customer with Minimum customization.

Thank You !!! Keep Reading and sharing !!!

Thank You Nikesh Kurhade for helping in writing this blog !!!

11 comments

  1. Hi Saurabh,

    It is a nice feature, but bad example. Before you can enter any value in the bank account, you need to setup the vendor banks on another form first. If you make this field required, then you can’t go to the vendor bank accounts form without getting an error that you didn’t fill the bank account field.

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      • Hi Saurabh,
        Do you have any update on this? The feature is no longer available in Feature Management. I tested it, and if I make a field mandatory, it only becomes mandatory for me — not for other users.
        I’m also concerned that even if I find a way to make it mandatory for everyone, the configuration might get overwritten after a system update.
        Any insights?

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  3. I’m not seeing this as available and I’m on release 10.0.19. Is there a feature that needs to be enabled or maybe it was rolled back?

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  4. Hi, this feature is not useable because:
    1. I marked one field at header level, system is allowing to save the document without any error if lines are selected. If I select or go to header then system prompts for mandatory error.
    2. Even I get the error at the time of save, the system allows to submit for workflow without entering that mandatory field.

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